Templeton Solutions Launches PracticePro 365

PracticePro 365 is the first unitized practice management system to enable firms to manage their practice, projects and people from a single data source. 

West Palm Beach, FL (Feb. 7, 2019) – Today, Templeton Solutions announces PracticePro 365, a unitized management system enabling firms to capture data in a systemized way and manage workflows all in one place, allowing them to easily analyze, forecast and plan for profitability across all parts of their business. PracticePro 365 delivers a consolidated, holistic view of profitability and performance – and is unprecedented in the market today.

Over the last decade, the accounting industry has witnessed a significant rise in the volume of M&A activity – a trend that shows no signs of slowing down. For managing partners and founders, it represents an opportunity to grow their client base, lure better talent and position themselves for future success. However with growth in consolidation, comes the challenge of integrating legacy technologies that are often incompatible, outdated and stale. Running disparate solutions is not only costly and inefficient, but also prone to limitations.

“Jones & Company has grown rapidly over the past few years, acquiring multiple offices with different practice management platforms, subsequently creating silos of information across our firm,” said Jeffrey Jones, CPA, Managing Partner, Jones & Company, LLC. “Selecting PracticePro 365 allows us to consolidate our data, providing us with visibility and insights across our offices, letting us manage a unified firm.”

Founded by veteran entrepreneurs with over 30 years of experience, PracticePro 365 has been in development for several years. It offers a powerful approach to capturing and activating data for improved profitability and business intelligence. Benefits include:

Empowering partners and staff.
Firms can serve clients more effectively by planning projects using standardized service types and tasks and monitoring projects and resources in real-time.

Doing more business.
Marketing and sales can build contact lists, run campaigns and cross-sell services through a single dashboard.

Improving cash flow.
Staff can enter time and create invoices simultaneously to accelerate cash collections.

Predicting future profitability.
Firms can identify profitable market segments, pinpoint lost revenue and revise project plans in real-time.

Increasing scale and flexibility.
Built in the cloud from day one so all staff can easily access, input and update information at any time, from any device.

Serving clients better.
Firms get a holistic view of clients to better understand how to move beyond service and foster lifelong relationships.

“At Templeton Solutions, we believe the most effective way for firms to serve clients better and accelerate growth is by having a holistic view of their business that enables them to identify changes and make smart business decisions in real-time,” said Steve Templeton, Founder and CEO of Templeton & Company, LLP. “With PracticePro 365, firms can now analyze data, maximize productivity, minimize waste and identify new business opportunities, all from a single source of truth.”

About Templeton Solutions
Templeton Solutions is a technology company that develops practice management software for professional services firms. We combine deep industry and process expertise with custom software development, to enable growth and innovation for our clients. With over thirty years of experience in professional services, Templeton Solutions serves customers across all industries, providing them with the tools to optimize their resources, improve their cash flow and plan for the future, so they spend less time managing and more time growing their business. To learn more, visit us at www.templetonsolutions.com.


Templeton Solutions Consistently Ranked as a Top 100 VAR

West Palm Beach, Fla., – July 24, 2018 – For the second consecutive year, Templeton Solutions has been named a Top 100 VAR (Value-Added Reseller) for 2018 by Accounting Today, a leading provider of business news for the tax and accounting community. This annual report ranks the top resellers in the accounting industry.

Cloud solutions are a given for VAR’s recognized on this year’s list with clients wanting intelligent, efficient, and secure solutions that can bring increased value to their companies.

Templeton Solutions developed the Templeton Suite built on Microsoft Dynamics 365® to enable CPAs and other professional services firms to manage their practice, projects, and people in the cloud. The unitized Suite combines CRM and Practice Management to track sales opportunities, plan engagements,   streamline billing cycles and improve cash flow with integrated time and billing, project reporting, real-time analytics, and resource planning all accessible via a single sign-on with built in industry best practices.

In addition to its professional services solutions, Templeton Solutions is a Microsoft Cloud Services Provider (CSP), Silver Certified Cloud CRM partner and provides ERP, business consulting and implementation services for Microsoft Dynamics CRM, Microsoft Dynamics GP, and Microsoft Dynamics SL to clients across a variety of industries.

About Templeton Solutions
Templeton Solutions delivers full-featured applications for CPA and other professional services firms that are revolutionizing how forward-thinking firms grow and manage their practice.  Basing its solution on Microsoft Dynamics® 365, the Templeton Suite offers its unitized solution, accessible via a single sign-on, so you can efficiently and more profitably manage your practice, projects and people on premise or in the cloud.  Visit us at www.templetonsolutions.com


Top 5 Reasons CPAs Firms are hesitant to implement a CRM system

5. It’s over my head… I don’t know where to start!!

4. A full CRM system is too much for our firm…What should our requirements be?

3. I don’t have a full IT team to support a CRM system in-house. Too many times a provider installs a CRM
tool and the firm never hears from them again. Where’s the training and support?

2. How much customization is too much? What works best in a CPA firm?

  1. How do I get my firm to use it??!!

For a list of industry specific requirements or to start a conversation around how we are helping CPA firms overcome these and other topics click here or call 866-558-7816


Missing dashboards in your firm?

Here are 5 reasons why you should consider making them part of your everyday routine.

1)      Easy to understand graphics – It’s simple – make things easier.

2)      Accessible to everyone in the firm – A global view will keep everyone up to date.

3)      Consolidate data – One screen with all the information you need.

4)      Drill down – Increased efficiency – It’s all in one place with the ability to drill into each column.

5)      Data driven decisions – Intelligent decisions pay dividends.

To learn more about how Templeton Solutions works with our customers on creating personal Dashboards, call (866) 558-7816